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Getting Out of Tankers
Why oil and product shipping are near the top of the cycle.
Sep 29
•
Aurelion Research
25
4
Ciena & Fabrinet: The Road Ahead for Optics
A Closer Look at Two Key Companies in the Optical Industry.
Sep 24
•
Aurelion Research
and
Damnang
53
4
8
Cellebrite (CLBT) Management Meeting: The Road Ahead
Reassessing Our High-Growth Software Holding
Sep 22
•
Aurelion Research
14
2
1
Shipping Tankers: The Party Isn’t Over Yet
Things Keep Getting Better for Oil Shipping.
Sep 17
•
Aurelion Research
27
3
Is It Time to Play Defense? New Position
Uncorrelated, high-growth company driven by the aging U.S. population.
Sep 14
•
Aurelion Research
23
7
5
In Conversation: NVIDIA
In a League of Its Own, With More Room to Run.
Sep 11
•
Aurelion Research
48
8
8
New Position: A Best-in-Class Gold Producer
An overlooked gold producer entering its next growth phase.
Sep 8
•
Aurelion Research
18
3
1
The Next Commodity Winners
Where We See the Biggest Opportunities in Commodity Markets.
Sep 3
•
Aurelion Research
101
28
12
MDA Space: Houston, We Have a New Position
A canadian space company entering its next growth phase.
Sep 1
•
Aurelion Research
24
9
5
August 2026
UK Primer: The Equity Revival
An upcoming re-rating and in conversation with ARM Holdings
Aug 27
•
Aurelion Research
and
AP Research
41
11
6
New Position: Doubling Down on Nuclear
An undervalued uranium producer at an inflection point.
Aug 26
•
Aurelion Research
29
2
4
US-Canada Tariffs: Finding Investment Opportunities
Potential impacts & beneficiary companies
Aug 24
•
Aurelion Research
20
2
2
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